Jay Warren is a financial advisor with IHT Wealth Management LLC in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Independent Financial Partners, LPL Financial, and Sheridan Road Financial. He serves as a nonprofit board member in addition to his advisory work. IHT Wealth Management serves individuals, pension plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA consulting. The firm employs a blend of fundamental and quantitative investment strategies through diversified model portfolios and provides advisor-enhanced algorithmic options, supported by operational features such as an affiliated broker-dealer and integrated fiduciary services.

Adam Tudor is a CFP® with seven years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. Prior to this, he worked at Indiana Wesleyan University for four years. He is also involved in his community as an at-large member of the Norwell Band Booster and acts as co-trustee of his mother’s trust account. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, utilizing a range of assets including mutual funds, ETFs, equities, fixed income, and options.

Kevin Nix is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd and LPL Financial, LLC, each for 10 years. His credentials include Series 63 and Series 65 licenses. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients, offering financial planning and portfolio management through customized and model portfolios. The firm benefits from its common ownership with SEI-affiliated businesses, providing integrated access to SEI’s investment management and trust services.

Kathleen Carrico is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 designations and having 33 years of industry experience. She has worked at La Salle St. Securities, Inc. since 1992 and at Carrollton Bank since 1990, where she serves as vice president and trust officer. Outside of finance, she is also a personal use consultant for Mary Kay Inc., a skin care and cosmetics company. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, with a notable predominance of non-discretionary assets under management.

Travis Smyczynski is a CFP® and Series 66 holder with 10 years of industry experience. He has worked at Ausdal Financial Partners, Inc. since 2018 and previously spent three years with Axa Advisors, LLC. Smyczynski is also involved in independent insurance sales on a part-time basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of investment advisory and financial planning services, tailoring strategies to client objectives and utilizing multiple custodians and third-party managers.

Ellis Shanley is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Plante Moran Financial Advisors with eight years of industry experience. His prior roles include positions at Mainstreet Investment Advisors, Bank of America, Merrill, UBS, and Merrill Lynch. Outside of finance, he has experience working at Whiskey Jacks Bar and Saloon. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individual investors, institutional clients, trusts, estates, and charitable organizations. The firm employs a range of analysis techniques and proprietary models, managing both discretionary and non-discretionary assets, and is affiliated with several related financial service entities within the Plante Moran enterprise.

Julian Van Ostrand is a financial advisor with Northern Trust Securities, Inc. in Skokie, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a variety of managed account solutions and combines advisory, brokerage, and custody services, including access to both proprietary and third-party investment products.

Pamela Davis is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. Her career includes roles at Securian Financial Services, Minnesota Life, and Triad Advisors, among others. She is also involved with GCG Financial, where she provides fixed business insurance products alongside her advisory work. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a mix of internal and external managers focusing on mutual funds, ETFs, equities, and fixed income, and provides ERISA-focused services for retirement plans.

Benjamin Storm is a Series 66-licensed financial advisor with three years of industry experience. He is currently with IHT Wealth Management LLC and previously worked at LPL Financial and First Watch. Outside of his advisory role, he is involved with Prairie Sky Financial Group, an entity related to his LPL business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Nicholas Muscolino is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Chicago Partners Investment Group LLC and previously held roles at Ameriprise Financial Services LLC and Northwestern Mutual. Muscolino’s background includes academic experience at the University of Kentucky. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation focused investment strategy combining fundamental analysis and quantitative optimization.

Michael King is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 65 designation and has worked with Plante Moran affiliates since 2011. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, serving clients with tailored asset allocation and investment strategies.

Robert Yastrow is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and experience beginning in 2024. His prior roles include positions at Osaic Wealth, Ryan Specialty, and Northmoor Country Club, as well as work related to sports camps and educational institutions. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on long-term fundamental analysis and offers a range of ERISA-related services for retirement plans.

Kinsey Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. She holds a Series 65 designation and previously worked in education at the University of Kansas and New Trier High School. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Genevieve Mar is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Berthel Fisher since 2010 and also serves as a board member for CTG Holdings, an import/export business. Additionally, she participates in the financial steering committee of North Suburban Ev Free Church. Berthel Fisher & Company Financial Services provides investment advisory and financial planning mainly to individual and high-net-worth clients, managing approximately $906 million in client assets across a variety of advisory platforms and customized investment strategies.

Lynn King is a financial advisor at Sapient Capital LLC in Chicago, holding a Series 66 designation with five years of industry experience. Prior to joining Sapient Capital in 2026, King worked for Morgan Stanley for six years and New York Life Insurance for four years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Matthew Talowski is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 credential. He has been with Curi Capital since 2024, with prior experience at RBC Wealth Management and JSM Living. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach and offers a range of services including wealth management, retirement plan solutions, and specialized products for medical professionals.

Mark Karstrom is a Series 66-licensed advisor at FourStar Wealth Advisors, LLC with 19 years of industry experience. He has worked at FourStar since 2020 and previously held roles at Noyes Advisors LLC and David A. Noyes & Company. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios using a range of investment vehicles, managing assets primarily on a discretionary basis.

Robert Janson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes positions at Minnesota Life Insurance Company and Ascend Financial Services, each spanning two decades, and roles at GCG Financial, Triad Advisors, and OSAIC. Outside of finance, he is a co-owner of a jewelry sale and design business with his wife and assists with an interior/exterior design business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension-consulting platforms alongside its advisory services.

Mary Deutsch is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with one year of industry experience. She is also the owner and insurance agent of MTD Financial, Inc., and serves as president of Tess Marketing, Inc., a business marketing services company. Additionally, she is a managing member of Eight 22 Alpha, LLC, a real estate investment venture. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide asset allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Olivia Venezia is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock and Fidelity Investments. Outside of finance, she has been involved with field hockey clubs and camps, including the Wizards Field Hockey Club and College of the Holy Cross Field Hockey Camp. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm uses systematic, technical, and rules-based processes along with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays, offering specialized portfolio and collateral management services.